New York, NY, USA
Hybrid
Entry level
Artificial Intelligence • Machine Learning • Software • Financial Services
The Role
Manage end-to-end B2B client relationships, lead onboarding and training, monitor engagement and performance, define and track success metrics, deliver tailored presentations, act as client advocate to drive product improvements, and identify opportunities for account growth and improved product adoption.
Summary Generated by Built In

About MDOTM

MDOTM is the Global leader in AI-driven investment solutions. ​​Founded in 2015, we earned significant recognition in 2017 as the only European fintech startup selected by Google for its acceleration program in Silicon Valley.

Since then, we have been growing continuously, establishing a strong international presence with offices in London, Milan and New York.

If you are looking for a fast-paced environment and you are willing to take ownership, this is the right opportunity for you!

Role Overview

MDOTM is looking for a proactive and client-oriented Customer Success Specialist. The ideal candidate combines strong communication skills with a problem-solving mindset and a genuine interest in delivering high-quality client experiences.

In this role, you will work closely with colleagues across Operations, Product, and Business Development, contributing to both the execution of day-to-day activities and the continuous improvement of client experience. You will play a key role in bridging clients, business needs and product development, helping translate MDOTM’s long-term strategy into effective and scalable client solutions.

Key Responsibilities

  • Own end-to-end client relationships, acting as the primary point of contact and trusted partner throughout onboarding and ongoing engagement
  • Lead and continuously improve onboarding and training processes, ensuring clients fully adopt and effectively use MDOTM’s solutions
  • Monitor client engagement, usage, and performance, proactively identifying risks and opportunities to enhance the client experience
  • Drive client success by defining clear success metrics, tracking progress, and ensuring clients achieve their desired outcomes
  • Deliver high-quality, tailored presentations and insights, supporting both existing client relationships and commercial opportunities
  • Act as the voice of the client internally, translating feedback into actionable improvements and collaborating with Product to refine solutions and processes
  • Identify and support opportunities for account growth, retention, and increased product adoption
  • Take ownership of initiatives to improve client experience, processes, and product evolution, contributing proactively to company objectives

Skills required

  • Bachelor’s or Master’s degree in Economics, Business Administration, Management, or related fields
  • Proven ability to manage client relationships in a B2B or institutional environment (fintech/financial services/investment management space is a strong plus)
  • Strong communication skills, with the ability to translate complex or technical concepts into clear, actionable insights
  • Ability to connect client needs with product solutions, translating requirements into concrete developments
  • Interest in financial markets and quantitative solutions is a plus
  • Strong time management skills and a highly analytical mindset
  • Proficiency with Microsoft Office applications
  • Proactive, ownership-driven mindset with the ability to operate autonomously and contribute to continuous improvement

Why Join Us?

  • Work at the leading edge of technology, leveraging our decade of experience in proprietary AI to build the next generation of industry-defining tools.
  • Competitive salary & truly flexible work environment.
  • Benefit from an unlimited learning and development budget to stay at the bleeding edge of AI research, alongside a fast-track path into technical leadership or principal research roles.
  • Collaborate daily with an ultra-international team (18+ nationalities) spread across our offices in Milan, London and New York.
  • Annual company retreat at a stunning location.
  • Fast-track career progression, with opportunities to grow into leadership roles.

Skills Required

  • Bachelor's or Master's degree in Economics, Business Administration, Management, or related fields
  • Proven ability to manage client relationships in a B2B or institutional environment
  • Experience in fintech, financial services, or investment management
  • Strong communication skills and ability to translate complex or technical concepts into clear insights
  • Ability to connect client needs with product solutions and translate requirements into developments
  • Interest in financial markets and quantitative solutions
  • Strong time management skills and a highly analytical mindset
  • Proficiency with Microsoft Office applications
  • Proactive, ownership-driven mindset with ability to operate autonomously and contribute to continuous improvement
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The Company
HQ: London
58 Employees
Year Founded: 2015

What We Do

MDOTM Ltd. is the global provider of AI-driven investment solutions for Banks, Insurance Companies, Family Offices, Pension Funds, Wealth and Asset Managers. We believe that combining scientific reasoning with state-of-the-art AI is the key to navigate the increasing complexity of financial markets. Our proprietary AI engine exploits changes in market inertia and risk premia, using deep learning techniques to continuously analyse millions of market data points. With our AI, we construct efficient and diversified portfolios and support institutional investors in their investment decision-making. Founded in London by Tommaso Migliore and Federico Mazzorin, MDOTM Ltd. now employs over 50 people among physicists, engineers, AI and finance experts. The MDOTM LAB, our international network of universities and academic thought-leaders, collaborates with top universities and has over 60 external researchers, including professors and graduate students in economics, data science and financial engineering. MDOTM Ltd. was the only Fintech selected for the acceleration programme powered by Google for Entrepreneurs in Silicon Valley and it has been the first AI-Driven Advisor to sign the UN-sponsored Principles for Responsible Investment, joining the international network of institutional investors committed to including ESG criteria in their investment process. In 2022, MDOTM Ltd. was nominated as one of the world's top AI companies by Fintech Global. MDOTM Ltd. (FRN: 824056) is an appointed representative of Thornbridge Investment Management LLP (FRN: 713859), which is authorised and regulated by the Financial Conduct Authority

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